Steven Thomas signed Central Association for the Blind, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Association for the Blind, Inc.'s EIN is 15-0543587.
Download the official 2024 Form 5500 (PDF) for Central Association for the Blind, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Association for the Blind, Inc.'s plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $141 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower LifeTime 2030 Fund | Other securities | — | — | $1.6M | 17.6% | |
| Empower Income Fixed Account | Other securities | — | — | $1.4M | 15.2% | |
| Empower LifeTime 2025 Fund | Other securities | — | — | $848K | 9.2% | |
| Empower LifeTime 2045 Fund | Other securities | — | — | $780K | 8.5% | |
| Empower LifeTime 2020 Fund | Other securities | — | — | $776K | 8.4% | |
| Empower LifeTime 2035 Fund | Other securities | — | — | $674K | 7.3% | |
| Empower LifeTime 2050 Fund | Other securities | — | — | $581K | 6.3% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $531K | 5.8% | |
| Empower LifeTime 2040 Fund | Other securities | — | — | $470K | 5.1% | |
| Empower LifeTime 2055 Fund | Other securities | — | — | $407K | 4.4% | |
| Notes receivable from participants Interest rates at 4%-9.5% | Bonds / Notes | — | — | $264K | 2.9% | |
| Empower LifeTime 2060 Fund | Other securities | — | — | $196K | 2.1% | |
| Fidelity Investments Fidelity Large Cap Value Index | Mutual Funds | — | — | $108K | 1.2% | |
| Fidelity Investments Fidelity Large Cap Growth Index | Mutual Funds | — | — | $96K | 1.0% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $86K | 0.9% | |
| Empower LifeTime 2015 Fund | Other securities | — | — | $85K | 0.9% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $45K | 0.5% | |
| Mutual of America Interest Accumulation Account | Other securities | — | — | $38K | 0.4% | |
| Fidelity Investments Fidelity Emerging Markets | Mutual Funds | — | — | $28K | 0.3% | |
| Invesco Core Bond R6 | Mutual Funds | — | — | $28K | 0.3% | |
| SEPARATE ACCOUNT NUMBER ES2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $26K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $25K | 0.3% | |
| Mutual of America Small Cap Value Fund ** 374 * Mutual of America Composite Fund | Other securities | — | — | $21K | 0.2% | |
| TIAA-CREF Social Choice Equity | Mutual Funds | — | — | $18K | 0.2% | |
| TIAA-CREF Real Estate | Mutual Funds | — | — | $13K | 0.1% | |
| Invesco International Bond R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Invesco Gold & Special Minerals R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Mutual of America Bond Fund ** 335 * Mutual of America Mid-Term Bond Fund ** 226 American Century VP Capital Appreciation Fund | Other securities | — | — | $3K | <0.1% | |
| Mass Mutual High Yield I | Other securities | — | — | $2K | <0.1% | |
| Fidelity Investments VIP Mid Cap Portfolio | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORGAN STANLEY SMITH BARNEY | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY INSURACE | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | BLACKLICK, OH | CONTRACT ADMIN | $10K | — |
